Larson Financial Group’s Brookfield Infrastructure BIPC Stock Holding History

Larson Financial Group’s Portfolio BIPC Stock Details BIPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,362	Closed	-$53.8K	–	3788
2026 Q1	$53.8K	Sell	1,362 -86	-6%	-$3.94K	﹤0.01%	1317
2025 Q4	$65.7K	Buy	1,448 +1,384	+2,163%	+$62.7K	﹤0.01%	1107
2025 Q3	$2.63K	Buy	+64	New	+$2.59K	﹤0.01%	2598
2024 Q4	–	Sell	-5	Closed	-$217	–	2782
2024 Q3	$217	Buy	+5	New	+$194	﹤0.01%	2347
2024 Q1	–	Sell	-57	Closed	-$2.01K	–	1801
2023 Q4	$2.01K	Sell	57 -1,500	-96%	-$47.8K	﹤0.01%	1372
2023 Q3	$55K	Buy	1,557 +57	+4%	+$2.35K	0.01%	587
2023 Q2	$68.4K	Hold	1,500	–	–	0.01%	487
2023 Q1	$69.1K	Hold	1,500	–	–	0.01%	485
2022 Q4	$58.4K	Hold	1,500	–	–	0.01%	493
2022 Q3	$61K	Hold	1,500	–	–	0.01%	431
2022 Q2	$64K	Hold	1,500	–	–	0.01%	318
2022 Q1	$75K	Hold	1,500	–	–	0.01%	311
2021 Q4	$68K	Buy	+1,500	New	+$62.1K	0.01%	328

Other funds holding BIPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Larson Financial Group's BIPC Position: Q2 2026 in Review

Larson Financial Group sold out of Brookfield Infrastructure (BIPC) in Q2 2026, closing a stake of 1,362 shares — an estimated $53.8K sold.

Larson Financial Group first reported a position in BIPC in Q4 2021 and held it in 13 quarters. The position peaked at $75K in Q1 2022. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Larson Financial Group reported no remaining Brookfield Infrastructure position as of Q2 2026 after selling out during the quarter.
Larson Financial Group sold 1,362 Brookfield Infrastructure shares in Q2 2026, an estimated $53.8K.
Larson Financial Group first reported a position in Brookfield Infrastructure in Q4 2021 and held it in 13 quarters.
Larson Financial Group's Brookfield Infrastructure position peaked at $75K in Q1 2022.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.